Rajeev DeMello

CEO, Gamma Asset Management
· tracked since Mar 2026
Calls
2
Win Rate
100.0%
return
+66.3%
Calls 2 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
MU Long +119.0%
TSM Long +13.6%
Worst Calls
No live losers yet
Most Mentioned
TSM ×1
MU ×1
Recent Calls
MU Long 4 months ago
TSM Long 4 months ago
Win Rate 100% Long 2 Short 0
Win Rate
7d 50%
30d 0%
90d 100%
Average Return +66.3% Long Return +66.3% Short Return -
Average Return
7d -1.4%
30d -4.1%
90d +97.7%
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Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
MU Micron T... Micron Technology, Inc.
Long
Mar 05
$397.05
+119.0%
Despite the market sell-off, the "underlying themes of AI... for Korea and for Taiwan are there" with "great demand for those advanced semis and memory." The geopolitical sell-off in Asian markets (Kospi/Taiex) is a liquidity event, not a fundamental one for the semiconductor sector. The structural demand for AI chips and memory remains intact. The dip offers a better entry point for the "picks and shovels" of the AI theme. Long Taiwan Semi (TSM) and Memory producers (MU) on the dip. Escalation of conflict disrupting shipping lanes in the South China Sea or Strait of Hormuz affecting supply chains.
Despite the market sell-off, the "underlying themes of AI... for Korea and for Taiwan are there" with "great demand for those advanced semis and memory." The geopolitical sell-off in Asian markets (Kospi/Taiex) is a liquidity event, not a fundamental one for the semiconductor sector. The structural demand for AI chips and memory remains intact. The dip offers a better entry point for the "picks and shovels" of the AI theme. Long Taiwan Semi (TSM) and Memory producers (MU) on the dip. Escalation of conflict disrupting shipping lanes in the South China Sea or Strait of Hormuz affecting supply chains.
AI Memory
YOUTUBE
TSM Taiwan S... Taiwan Semiconducto...
Long
Mar 05
$353.86
+13.6%
Despite the market sell-off, the "underlying themes of AI... for Korea and for Taiwan are there" with "great demand for those advanced semis and memory." The geopolitical sell-off in Asian markets (Kospi/Taiex) is a liquidity event, not a fundamental one for the semiconductor sector. The structural demand for AI chips and memory remains intact. The dip offers a better entry point for the "picks and shovels" of the AI theme. Long Taiwan Semi (TSM) and Memory producers (MU) on the dip. Escalation of conflict disrupting shipping lanes in the South China Sea or Strait of Hormuz affecting supply chains.
Despite the market sell-off, the "underlying themes of AI... for Korea and for Taiwan are there" with "great demand for those advanced semis and memory." The geopolitical sell-off in Asian markets (Kospi/Taiex) is a liquidity event, not a fundamental one for the semiconductor sector. The structural demand for AI chips and memory remains intact. The dip offers a better entry point for the "picks and shovels" of the AI theme. Long Taiwan Semi (TSM) and Memory producers (MU) on the dip. Escalation of conflict disrupting shipping lanes in the South China Sea or Strait of Hormuz affecting supply chains.
Foundry Equipment
YOUTUBE
Showing 2 of 2 calls · sorted by mentions

Rajeev DeMello has 2 trade ideas tracked on Buzzberg across 2 tickers since March 2026. Most covered: TSM, MU.